See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,156 | $63,764+52.4% | $81,930+18.6% | $79,858+21.7% |
| Participation rate | 82.1% | 67.5%+14.6pp | 72.0%+10.1pp | 69.6%+12.5pp |
| Annual return | 11.55% | 22.66%-11.1pp | 29.49%-17.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,146 | $1,795-36.2% | $4,310-73.4% | $2,471-53.6% |
| Participant deferral / active EE | $2,955 | $2,780+6.3% | $7,107-58.4% | $3,740-21.0% |
| Admin fee / account holder | $6,631 | $4,426+49.8% | $5,158+28.6% | $5,306+25.0% |